2014 NH&RA Annual Meeting & Senior Housing Symposium: Conference Materials

Senior Housing Trends, Demographics and Spotting Opportunities

Speakers:
Michael Baldwin, Salus Valuation Group, Miami, FL
Aaron D’Costa, Virtus Real Estate Capital, Austin, TX, Moderator
Susannah Myerson, ProMatura, Tucson, AZ

NH&RA Resources:

• TCA Article: The Senior Rental Housing Wave: A Wide Variety of Products and Approaches for Success (January 2014)

Speaker Resources:

• Panel PowerPoint

Financing Solutions for Age-Restricted Housing

Speakers:
Robert Gall, HJ Sims & Company, Orlando, FL
Jim Gillespie, Centerline Capital, New York, NY
Denise Troeschel, Love Funding, Washington, DC
David Williams, Jr., Butler Snow, Atlanta, GA, Moderator
Cody Wilson, Merchant Capital LLC, Montgomery, AL

Speaker Resources:

• Robert Gall PowerPoint
• Jim Gillespie PowerPoint
• Denise Troeschel PowerPoint
• Cody Wilson PowerPoint

Branding & Designing Senior Housing

Speakers:
Danielle Cantin, Creating Cloud 9, Royal Oak, MI
Jeff Hettleman, The Shelter Group, Baltimore, MD, Moderator
Howard Shergalis, RDL Architects, Inc., Shaker Heights, OH

NH&RA Resources:

• TCA Article: Creating a Better Product: Senior Housing from an Architect’s Perspective (January 2014)

Speaker Resources:

• Danielle Cantin PowerPoint
• Jeff Hettleman PowerPoint
• Howard Shergalis PowerPoint

Bridging the Disconnect Between Housing and Services

Speakers:
Thomas Davis, Recap Real Estate Advisors, Boston, MA
Sharon Wilson Geno, Ballard Spahr, Washington, DC, Moderator
Doug Koch, Dauby O’Connor Zaleski, Boston, MA
Tom Schuett, Schuett Companies, Golden Valley, MN

NH&RA Resources:

• TCA Article: A Victory for Needy Seniors: Dual Development Offers Extra Support for Tax Credit Residents (January 2014)
• TCA Article: More Than Shelter: Resident Services Are a Crucial Element at Affordable Rental Properties (August 2013)
• TCA Article: Rivertown Neighborhood: Detroit’s National Model for a Senior Living Campus (January 2014)

Speaker Resources:

• Tom Davis PowerPoint

Doug Koch PowerPoint
Tom Schuett PowerPoint

New Markets Tax Credits: An Emerging Tool for Senior Housing

Speakers:
Kristin DeKuiper, Holland & Knight LLP , Boston, MA
Ira Weinstein, Cohn Reznick, Baltimore, MD

Speaker Resources:

• Panel PowerPoint
• Holland & Knight NMTC Resource

Mixed-Income Age-Restricted Housing

Speakers:
Michelle Norris, National Church Residences, Columbus, OH

Speaker Resources:

• Michelle Norris PowerPoint

Developers Council Luncheon: Lessons in Crisis Communication

Speaker:
Carolyn McLean, LDG Development, Louisville, KY

Reporters and cameras can make even the most seasoned executives run for cover. This media session will review the basics so that participants get to — and stay on — message. We will leave time for Q & A so that we can share best practices and face upcoming challenges together. This session is designed for all levels.

Developers Only. Additional Catering Fee Applies. Advanced Registration Required

Speaker Resources:

• Carolyn McLean PowerPoint
• LDG Promo Video

2014 State of the Union: Economic and Housing Market Outlook

Speaker:
John Chang, Marcus & Millichap, Phoenix, AZ

Speaker Resources:

• John Chang PowerPoint

Recent FASB Guidance and Implications for Affordable Housing Properties

Speaker:
Susan Wilson, Novogradac & Company, Austin, TX

NH&RA Resources:

• TCA Article: Accounting Win for Affordable Housing: Rule Changes Make LIHTC Investments More Attractive (February 2014)

Speaker Resources:

• Susan Wilson PowerPoint

Multifamily Developers Roundtable

Speakers:
Elena Adames, Housing Trust Group, Miami, FL
Susan Jennings, Conifer Realty LLC, Rochester, NY
Jeff Kittle, Herman & Kittle Properties, Inc., Indianapolis, IN
Heidi Kurtze, Artspace, Minneapolis, MN
Brian McDonough, Stearns Weaver, Miami, FL, Moderator

Speaker Resources:

• Heidi Kurtze PowerPoint

Tax Credit Equity Roundtable

Speakers:
Rick Davis, Wells Fargo, Charlotte NC
Bob Fein, Redstone Equity Partners, Cleveland, OH
Sue Moro , Bank of America Merrill Lynch, Washington, DC
John Nolde, Winthrop & Weinstine, Minneapolis, MN, Moderator

Kyle Wolff, Stratford Capital, Peabody, MA

NH&RA Resources:

• TCA Article: LIHTC 2014 Outlook: Industry Optimistic After Decent 2013 and Positive Developments (February 2014)

Housing Finance Agency Roundtable

Speakers:
Steve Auger, Executive Director, Florida Housing FInance Corp.
Mike Blade, Director and Assistant General Counsel for Multifamily Development, Tennessee Housing Development Agency
Carmen Chubb, Deputy Commissioner, Georgia Department of Community Affairs
Bernie Husser, Richman Group Affordable Housing Corporation, Boston, MA, Moderator
Brad Sweazy, Chief Operating Officer, Louisiana Housing Corporation

Historic Preservation Development Council Breakfast: Implications of IRS Guidance on Historic Boardwalk Hall

Additional Catering Fee Applies. Advanced Registration Required.

Speakers:
Jerry Breed, Bryan Cave LLP, Washington, DC, Moderator
Nick Ratti, CohnReznick, Boston, MA
Brian Tracey, Bank of American Merrill Lynch, Washington, DC

NH&RA Resources:

• TCA Article: Certainty at Last: Safe Harbor Guidance Issued for Historic Tax Credit Transactions (February 2014)

Selling a Year 15 Property: Negotiation Dynamics

Speakers:
Daryl Carter, Avanath Capital Management, Irvine, CA
Rachel Edwards, WinnDevelopment, Boston, MA
John Gahan, Murtha Cullina, Boston, MA, Moderator
Armand Tiberio, Tax Credit Group of Marcus & Millichap, Seattle, WA

State-of-the-Art Strategies for Funding Acquisitions

Speakers:
Neal Drobenare, NHP Foundation, Washington, DC
Greg Judge, Affordable Investment Advisors, Boston MA
Nancy Morton, Dauby O’Connor & Zaleski, LLC, Carmel, IN, Moderator
John Nunnery, PNC Real Estate, Columbus, GA

Speaker Resources:

• Nancy Morton PowerPoint

Tax Exempt Bond Update

Speakers:
Barry Krinsky, Citi Community Capital , Boca Raton, FL
Mark Moorhouse, Dominium, Plymouth, MN
Wade Norris, Eichner Norris & Neumann, Washington, DC, Moderator
Tracy Peters, Red Capital Markets, LLC, Columbus, OH
John Rucker, Merchant Capital LLC, Montgomery, AL

NH&RA Resources:

• TCA Article: Thriving Times: Debt Financing Plentiful at Low Rates, but Possible Impacts on the Horizon (February 2014)

Speaker Resources:

• Mark Moorhouse PowerPoint
• Wade Norris PowerPoint
• Tracy Peters PowerPoint
• John Rucker PowerPoint

Navigating the New Fair Housing Rules & Challenging NIMBYsm Through Fair Housing Litigation

Speakers:
James Green, James K. Green Lawyers, P.A., West Palm Beach, FL
Harry Kelly, Nixon Peabody, Washington, DC
David Leon, Broad & Cassel, Orlando, FL, Moderator

Speaker Resources:

• Panel PowerPoint

RAD Update: Partnering & Development Opportunities

Speakers:
Claudia Brodie, McCormack Baron Salazar, St. Louis, MO, Moderator
Nick Brunnick, Applegate & Thorne-Thomsen, Chicago, IL
Thomas Davis, Recap Real Estate Advisors, Boston, MA
Jonette Hahn, Cohn Reznick, Baltimore, MD
Shelly Patton, Tapestry Development Group, Decatur, GA
Milt Pratt, Michaels Development Company, Marlton, NJ
Margaret Salazar, Department of Housing and Urban Development, Washington, DC

NH&RA Resources:

• TCA Article: A Happy Outcome: RAD Program Helps Rochester Nonprofit Preserve Subsidized Property (April 2013)
• TCA Article: Backs Against the Wall
  Local Authorities Turn to RAD, Private Resources
  to Revitalize Public Housing (September 2013)
• TCA Article: Preservation Deals: Traditional and New Approaches Keep Properties Affordable (April 2013)

Speaker Resources:

• Tips for RAD Handout

Affordable Housing & Historic Preservation Case Studies

Speakers:
Steve Erie, Vesta Corporation, Weatogue, CT

Raymond Pepi , Building Conservation Associates, Inc., New York, NY
John Mackey, CohnReznick, Boston, MA, Moderator
Tom Morrissey, MCC, Oceanside, CA
Steven Protulis, EHDOC, Fort Lauderdale, FL
Shel Schreiberg, Pepper Hamilton LLP, Washington, DC

• TCA Article: High-Speed Preservation: Portfolio Transaction Hastens the Renovation of Multiple Rural Apartment Properties in Georgia (November 2013)

Speaker Resources:

• Steve Erie & Shel Screiberg PowerPoint
• Steven Protulis & Tom Morrissey PowerPoint
• MCC Rehab Video
• Raymond Pepi PowerPoint